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History
- 2004 - SimpliFi was founded
- 2004 - Office moved from Wake Forest University incubator to Piedmont Triad Research Park in downtown Winston-Salem, NC
- 2005 - First Financial Institution client
- 2005 - Became a registered investment advisor (RIA) with the SEC
- 2006 - Secured series A Round of Funding
- 2007 - Released version 2.0 of service
- 2008 - Signed 10th Financial Institution client
- 2009 - Voted "Best of Show" at Finovate
- 2009 - Partnered with Yodlee
- 2009 - Exceeded 50,000 end user registrations
- 2010 - Named one of the 10 most innovative financial companies in the world by Fast Company.
- 2010 - Released version 3.0 of service
- 2010 - Selected to the prestigious Microsoft Biz Spark One program
- 2011 - Partnered with S1 Corporation
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